Financial Adviser
· SYDNEY, NSW
Wendy Khoon Pheng Tan
No disciplinary history on record with ASIC
27
Years experience
ASIC Registered · ADV 001245238
Wendy Khoon Pheng Tan is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Wendy is currently authorised under Shaw And Partners Limited. Wendy holds authorisations to advise on managed investments, derivatives, deposit products and margin lending. Their qualifications include a Bachelor of Arts (Honours) from University College Dublin. Wendy is a member of Institute of Chartered Accountants (England and Wales).
Authorised to Advise On
Managed Investments
Derivatives
Deposit Products
Margin Lending
Qualifications and Training
1988
Bachelor of Arts (Honours)
University College Dublin
2006
Accredited Derivatives Adviser Level 2
Tribeca
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2010
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
Registration History
Source: ASIC Financial Advisers Register